James Spicuzza | Trust Group Financial | Estate & Retirement Planning
34921 US Highway 19 North, Palm Harbor, FL 34684
About the Business
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James Spicuzza | Trust Group Financial | Estate & Retirement Planning is a finance institution located at 34921 US Highway 19 North, Palm Harbor, Florida, United States. At this institution, you can expect to receive honest and straightforward advice in plain English, eliminating confusion. The team at Trust Group Financial has been serving the Tampa Bay community since 1985, specializing in helping individuals protect and preserve their assets with unique strategies. From business agreements to retirement income strategies, the team is dedicated to helping clients achieve their financial goals. James Spicuzza, the founder, has a passion for interacting with people and creating personalized financial plans. The institution values putting clients' interests first and offers services such as legacy planning and tax strategies to preserve wealth for future generations. Stay informed with their blog, "The Sea of Financial Information," and reach out to start a conversation about your financial future.
Photos
Location & Phone number
34921 US Hwy 19 N suite 370, Palm Harbor, FL 34684, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I’ve known James Spicuzza for years now and I am so happy with my decision to use his Financial Advice services. He provided me with the information I needed and was very professional. James took the time to understand my financial needs and goals, and helped me to come up with a financial plan I felt comfortable with in order to help me prepare for both my short and long term financial and life goals. I will continue to use James in the future, and recommend him highly to anyone seeking a financial representative or financial guidance."
"I've been working with Mr. Spicuzza now since 2013. He has a very special way about him where he can explain complex financial strategies in simple plain English so the average person can understand. Not only that, but the first thing he told me was he believes in setting and meeting expectations. After more than three years I am confident in saying he is exceeding my expectations and I am very happy I decided to put my trust in him. I continue to refer my friends and family to Mr. Spicuzza. Thank you for all of your help."
"James has been doing our retirement planning since 2008. The results speak for themselves, we are so pleased with all he has done. We continue to make adjustments to our financial goals and James is always willing to help. Great service and continued follow up."
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Asset Protection
- Business Agreements
- Estate Attorney
- Estate Planning
- Family Financial Planning
- Financial Advisor
- Financial Goals
- Financial Independence
- Financial Institution
- Financial Security
- Financial Wealth Management
- Generational Wealth
- Income Strategies
- Inheritance Planning
- Investment Strategies
- Legacy Planning
- Legacy Wealth Management
- Long Term Care Financing
- Retire With Purpose
- Retirement Income
- Retirement Planning
- Senior Care Financing
- Tax Optimization
- Tax Strategies
- Trust Services
- Wealth Creation
- Wealth Preservation
- Wealth Transfer
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